Top financial advisors in Kingsland, GA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
When you're planning your retirement income in Kingsland, GA, you need advisors who understand how local tax exclusions can affect your withdrawals. A common mistake is not accounting for these exclusions, which can lead to paying more taxes than necessary.
- Local tax knowledge. Confirm the advisor knows how Kingsland and Georgia tax rules impact retirement income.
- Income sequencing. Ask how they plan the order of withdrawals to maximize tax benefits.
- Social Security strategy. Check if they incorporate Social Security timing to reduce your overall tax burden.
- Longevity planning. Ensure they consider how your income needs may change as you age and adjust strategies accordingly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Donna P
Series 66
St Marys, GA
Edward Jones
Donna Pinter, based in nearby St Marys, GA, offers expertise in retirement plans for business owners and serves military and veteran clients, which may benefit those navigating complex retirement income needs in Kingsland. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides tax-efficient advisory programs with an annual fee up to 1.35%, distinguishing her through firm resources and specialized client focus.
Experience: 6 years
Avg account: $246,728
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Katherine S
Series 66
Woodbine, GA
Mass Mutual Investors Services
Katherine Shepard, based near Kingsland in Woodbine, GA, brings 19 years of experience and expertise in estate planning and cash flow management, which are crucial for retirement income planning considering local tax impacts. Affiliated with Mass Mutual Investors Services, a large firm offering comprehensive financial planning and asset management, she serves diverse clients including business owners and couples, providing structured, software-supported recommendations.
Experience: 19 years
Avg account: $249,379
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Jennifer C
Series 66
St Mary's, GA
Ameriprise
Jennifer Cox brings 25 years of experience in retirement income strategy and Social Security optimization, making her well-equipped to navigate Kingsland and Georgia tax rules affecting retirement withdrawals. As a seasoned advisor at Ameriprise, a large firm known for tax-efficient retirement planning and a 0.15% AUM fee, she serves clients approaching retirement with significant investable assets, offering a broad range of advisory and insurance solutions.
Experience: 26 years
Avg account: $471,167
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Daniel W
Series 63, Series 66
Kingsland, GA
Morgan Stanley
Daniel Waeghe in Kingsland, GA, brings 17 years of experience and expertise in general estate planning guidance, supported by Morgan Stanley's extensive resources and advanced modeling tools. His background includes nine years at Fidelity and current work with a large firm managing $2.74 trillion in assets, offering structured financial planning that may benefit those navigating local tax rules and retirement income sequencing.
Experience: 18 years
Avg account: $670,481
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Donald Y
Series 66
Saint Marys, GA
First Command Advisory Services
Donald Yeiter, based in nearby Saint Marys, GA, offers expertise in tax-loss harvesting and active portfolio management, which can help navigate local tax rules affecting retirement income in Kingsland. With three years of experience at First Command Advisory Services, a large firm serving high-net-worth and corporate clients, he provides structured, face-to-face financial coaching and charges a 1.30% AUM fee, distinguishing him from advisors with different fee models or firm sizes.
Experience: 3 years
Avg account: $214,697
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